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Elevation Series Trust shares owned by Goss Wealth Management

Quarter-by-quarter ownership of Elevation Series Trust (SRHR) shares owned by Goss Wealth Management from 13F filings

Historical chart of Goss Wealth Management investment in Elevation Series Trust

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All positions including Elevation Series Trust held by Goss Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Elevation Series Trust by Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $234k 4.4k 53.02
2025-09-30 $245k 4.4k 55.39
2025-06-30 $268k 4.9k 54.52
2025-03-31 $229k 4.0k 56.56

More positions owned by Goss Wealth Management

Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
Nvidia Corp Common Stock (NVDA)
Ishares Core MF Closed and MF Open (IVV)
Amazon Common Stock (AMZN)
Jpmorgan Chase Common Stock (JPM)
Alphabet Common Stock (GOOGL)
Broadcom Common Stock (AVGO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
SPDR S&P MF Closed and MF Open (SPY)
Walmart Common Stock (WMT)
Berkshire Hathaway Common Stock (BRK.B)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Meta Platforms Common Stock (META)
Visa Common Stock (V)

View all positions for Goss Wealth Management

Top funds holding Elevation Series Trust

Rocky Mountain Advisers
Citadel Advisors
Goss Wealth Management
Royal Bank of Canada

View all funds holding Elevation Series Trust